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Resurgent Financial Advisors’s Chubb CB Stock Holding History

Resurgent Financial Advisors’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.1M Buy
3,220
+487
+18% +$159K 0.31% 71
2026
Q1 		$891K Buy
2,733
+605
+28% +$194K 0.32% 73
2025
Q4 		$664K Sell
2,128
-37
-2% -$10.8K 0.33% 85
2025
Q3 		$611K Sell
2,165
-184
-8% -$50.6K 0.3% 99
2025
Q2 		$681K Buy
2,349
+48
+2% +$13.8K 0.37% 72
2025
Q1 		$695K Sell
2,301
-272
-11% -$75.6K 0.42% 68
2024
Q4 		$711K Sell
2,573
-45
-2% -$12.8K 0.42% 67
2024
Q3 		$755K Sell
2,618
-264
-9% -$72.4K 0.44% 66
2024
Q2 		$735K Sell
2,882
-74
-3% -$19K 0.46% 64
2024
Q1 		$766K Sell
2,956
-61
-2% -$15K 0.41% 72
2023
Q4 		$682K Sell
3,017
-203
-6% -$44.4K 0.42% 62
2023
Q3 		$670K Sell
3,220
-117
-4% -$23.7K 0.46% 52
2023
Q2 		$643K Sell
3,337
-18
-0.5% -$3.53K 0.42% 61
2023
Q1 		$651K Sell
3,355
-165
-5% -$34.7K 0.43% 58
2022
Q4 		$777K Sell
3,520
-90
-2% -$18.7K 0.41% 56
2022
Q3 		$656K Buy
3,610
+254
+8% +$48.2K 0.44% 61
2022
Q2 		$660K Buy
3,356
+26
+0.8% +$5.36K 0.42% 67
2022
Q1 		$712K Buy
3,330
+113
+4% +$23K 0.44% 65
2021
Q4 		$622K Buy
+3,217
New +$604K 0.5% 59

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Resurgent Financial Advisors's CB Position: Q2 2026 in Review

Resurgent Financial Advisors increased its Chubb (CB) stake by 18% in Q2 2026, buying an estimated $159K and bringing the position to 3,220 shares worth $1.1M. The position accounts for 0.31% of the portfolio, ranked #71.

Resurgent Financial Advisors first reported a position in CB in Q4 2021 and has held it in 19 quarters since. 2,158 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Resurgent Financial Advisors held 3,220 shares of Chubb worth $1.1M as of Q2 2026.
  • Resurgent Financial Advisors bought 487 Chubb shares in Q2 2026, an estimated $159K.
  • Chubb made up 0.31% of Resurgent Financial Advisors's portfolio in Q2 2026, its #71 holding.
  • Resurgent Financial Advisors first reported a position in Chubb in Q4 2021 and has held it in 19 quarters since.
  • 2,158 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.